Keep an eye on proposal volume without counting manually
Add a recurring proposal count to your regular operations check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
A basic volume check should not require manually paging through proposal records.
- Retrieve a proposal count on a schedule.
- Make a simple volume check easy to repeat.
- Spend less time paging through proposal lists.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Better Proposals once in the Notis portal.
- 2Create an automation and describe how you want the proposal count reported.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and review the result.
Questions about this workflow
Can this show how the count changed over time?
The action returns a count, but a historical comparison requires saved prior results or baseline data supplied by you.
Can I filter the count by proposal status?
This action retrieves the total proposal count. Use a status-specific list action if you need a status-focused review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Better proposals. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Ai ml api and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.